ARQ Wealth Advisors’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

ARQ Wealth Advisors’s Portfolio BUFS Stock Details BUFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$317K	Sell	13,757 -11,556	-46%	-$269K	0.06%	157
2025 Q4	$578K	Buy	25,313 +2,054	+9%	+$46.5K	0.16%	85
2025 Q3	$523K	Buy	23,259 +4,467	+24%	+$97.2K	0.15%	88
2025 Q2	$381K	Hold	18,792	–	–	0.13%	79
2025 Q1	$381K	Buy	+18,792	New	+$398K	0.14%	74

Other funds holding BUFS

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

AIA

AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

ARQ Wealth Advisors's BUFS Position: Q1 2026 in Review

ARQ Wealth Advisors reduced its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) stake by 46% in Q1 2026, selling an estimated $269K and leaving 13,757 shares worth $317K. The position accounts for 0.06% of the portfolio, ranked #157.

ARQ Wealth Advisors first reported a position in BUFS in Q1 2025 and has held it in 5 quarters since. The position peaked at $578K in Q4 2025. 50 funds tracked by Wall St. Rank hold BUFS as of Q1 2026.

ARQ Wealth Advisors held 13,757 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $317K as of Q1 2026.
ARQ Wealth Advisors sold 11,556 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q1 2026, an estimated $269K.
FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.06% of ARQ Wealth Advisors's portfolio in Q1 2026, its #157 holding.
ARQ Wealth Advisors first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q1 2025 and has held it in 5 quarters since.
ARQ Wealth Advisors's FT Vest Laddered Small Cap Moderate Buffer ETF position peaked at $578K in Q4 2025.
50 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.